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    American Funds 2050 Trgt Date Retire R5 (REITX)

    13.50 Down 0.04(0.30%) May 22
    Prev Close:13.54
    YTD Return*:4.08%
    Net Assets*:1.65B

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for REITX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Washington Mutual R69.00N/A
    American Funds Invmt Co of Amer R68.99N/A
    American Funds American Mutual R68.01N/A
    American Funds Fundamental Invs R68.00N/A
    American Funds SMALLCAP World R67.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.65B
    Category:Target Date 2046-2050
    Annual Report Expense Ratio (net):0.08%

    Performance & Risk

    YTD Return:4.08%
    5y Avg Return:11.77%
    Rank in Category (ytd):43
    % Rank in Category (ytd):17.92%
    Beta (3y):1.34
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. View More
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